We’re Main Street, Not Wall Street

Founded in 1990 by the National Rural Electric Cooperative Association, RE Advisers manages $8.4 billion in institutional, pension plan and mutual fund assets as of June 30, 2021.

About RE Advisers

Our roots in pension plan management have shaped our approach to investing and our company’s culture.

  • Client focused
  • Prudent balancing of risk and return
  • Competitive and transparent fee structures

As Seen in Barron’s

Homestead’s Value Fund was included in the recent Barron’s story  “The Best Mutual Funds You’ve Never Heard Of.” The article is a short list of funds with solid long-term performance track records run by boutique firms.

Over 100 Years of collective experience

RE Advisers’ portfolio management team employs traditional, yet multi-dimensional approaches to value investing in both equity and fixed-income strategies.

  • Mutual funds
  • Institutional portfolios
  • Separate account management

Let's Work Together

RE Advisers-managed mutual funds are available to advisors and other intermediaries on a number of third-party platforms including Pershing, National Financial Services, TD Ameritrade and Charles Schwab.

For more information about our company history and mutual fund offerings, please visit www.homesteadfunds.com.

Contact Us

We’d be pleased to provide more information about our strategies and welcome your call.

Mark Santero
President & CEO

Past performance does not guarantee future results. Investing in mutual funds involves risk, including the possible loss of principal.

Equity securities generally have greater price volatility than fixed-income securities and are subject to issuer risk and market risk. Value stocks are subject to the risk that returns on stocks within the style category will trail returns of stocks representing other styles or the market overall.

Investors should carefully consider fund objectives, risks, charges and expenses before investing. The prospectus contains this and other information about the funds and should be read carefully before investing. To obtain a prospectus, call 1.800.258.3030 or download a PDF of it now.